See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,630 | $178,174+37.9% | $156,181+57.3% | $137,256+79.0% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.8%-8.2pp | 80.0%-9.4pp |
| Annual return | 17.15% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,377 | $4,972-52.2% | $4,294-44.7% | $4,156-42.8% |
| Participant deferral / active EE | $10,714 | $6,888+55.5% | $6,132+74.7% | $6,407+67.2% |
| Admin fee / account holder | $26,722 | $17,404+53.5% | $14,586+83.2% | $12,270+117.8% |